Neighborworks America Retirement Plan
Sponsored by Neighborworks America · EIN 521148078 · Plan #002
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 325
- With balances
- 433
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $109,684 |
| Raymond James & Associates Inc | Investment advisory (plan) | $37,500 |
| Raymond James Financial Services | Other fees | $12,500 |
| Advised Assets Group, Llc | Investment management | $1,763 |